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President & Chief Executive Officer · Blakeslee & Blakeslee Financial Advisers Inc.

Sam N. Blakeslee

CRD 2575749 · Named on Form ADV at one SEC-registered adviser

At a glance

Blakeslee & Blakeslee Financial Advisers Inc., an SEC-registered wealth manager based in SAN Luis Obispo, CA with $423 million in regulatory assets, lists Sam N. Blakeslee on its Form ADV as President & Chief Executive Officer, a control person.

Firms and roles

AtlasMembers

Sam’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Craig S. DarnellChief Investment Officer, Blakeslee & Blakeslee Financial Advisers Inc.
  • Deirdre M. TorresChief Operating Officer & Chief Compliance Officer, Blakeslee & Blakeslee Financial Advisers Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Sam’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.